Professional Services - Sales Executive, IT Services and Consulting

SEI's Professional Services team is focused on transforming businesses through tailored, data-driven strategies and hands-on execution. The team is seeking a Sales Executive focused on driving new client engagement across banking, wealth management, and asset management sectors. This role is responsible for presenting new opportunities across SEI's Professional Services offerings, such as Outsourced CTO, Organizational Change Management, Workforce Augmentation, Data Cloud & Analytics, Systems Integration, and Application Development & Design.

This role will work cross-functionally with enterprise sales teams, solution consultants, marketing, and the broader Professional Services organization.

Joining SEI Professional Services means becoming part of a company that's not just growing - it's thriving. SEI recently reported record-breaking financial results, including an 8% increase in revenue to $578.5 million and a 9% rise in earnings per share, reflecting strong market demand and operational excellence. With over $100 million in net new sales events year-to-date, SEI is expanding its footprint and investing in innovation across its business lines.

For a sales executive like you, this translates into a dynamic environment full of opportunity - where your contributions directly impact a company on the rise. At SEI, you're not just selling services; you're helping clients transform their businesses while growing your own career in a high-performance, forward-thinking culture. Learn more at

• Work in collaboration with Professional Services consultants and enterprise sales to drive territory growth through lead generation activities across the US, UK, and other targeted regions.
• Make outbound calls to prospective clients to generate interest in SEI's Professional Services, including technology modernization, operational efficiency, and compliance solutions.
• Respond to sales-related inquiries from a dedicated subset of existing clients.
• Master SEI's Professional Services portfolio and educate prospective clients on its service offerings.
• Maintain accurate records of interactions and pipeline status in CRM.
• Collaborate with marketing to optimize lead generation strategies and tailor messaging for each service offering.
• Pipeline Contribution: ~$2.5-3.5M annually

• A minimum of 8 years of experience in sales, with direct experience in banking and wealth management, Fin-Tech or similar industry preferred.
• Proven track record of successful proactive lead generation and sales experience.
• Excellent communication skills, including face-to-face, virtual presentations, phone, email, and social media.
• Strong consultative selling and communication skills, with the ability to articulate complex service offerings in client-centric language.
• Outstanding time-management and organizational skills, with a track record of exceeding expectations.
• Ability to thrive in a fast-paced environment, work both within a team and independently, and a willingness to learn and be mentored.
• Experience with CRM systems (Salesforce or equivalent).
• This position will require at least 50% travel for prospect and client engagements.
• Familiarity with Agile methodology.
• Experience with digital transformation or platform migration in wealth management preferred.
• Someone who will embody our SEI Values of courage, integrity, collaboration, inclusion, connection and fun.

To help you stay energized, engaged and inspired, we offer a wide range of benefits including comprehensive care for your physical and mental well‑being, a strong retirement plan, tuition reimbursement, a hybrid working environment for most roles, support for working parents and flexible Paid Time Off (PTO) so you can relax, recharge and be there for the people you care about.

Benefits include healthcare (medical, dental, vision, prescription, wellness, EAP, FSA), life and disability insurance (premiums paid for base coverage), 401(k) match, education assistance, commuter benefits, up to 11 paid holidays/year, 21 days PTO/year pro‑rated for new hires which increases…